Following last week's softer-than-expected US labour market report bond yields have fallen sharply as investors repriced the outlook for Fed easing. This recalibration arguably also reflects growing awareness of mounting downside risks across the US and broader global economy. In our charts this week we focus on:
- Capacity pressures in the US and Europe
- US housing market weakness
- US bank lending standards
- Global growth momentum
- Shipping costs and supply chain pressures
- Excess capacity in China
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